Aurora Private Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-41,256
| Closed | -$2.47M | – | 162 |
|
|
2022
Q3 | $2.47M | Buy |
41,256
+2,346
| +6% | +$141K | 1.14% | 15 |
|
|
2022
Q2 | $2.53M | Buy |
38,910
+1,545
| +4% | +$100K | 1.14% | 15 |
|
|
2022
Q1 | $2.5M | Buy |
37,365
+3,309
| +10% | +$221K | 1.03% | 15 |
|
|
2021
Q4 | $2.27M | Buy |
34,056
+1,959
| +6% | +$131K | 0.99% | 18 |
|
|
2021
Q3 | $1.92M | Buy |
32,097
+1,929
| +6% | +$116K | 0.78% | 22 |
|
|
2021
Q2 | $1.85M | Buy |
30,168
+3,003
| +11% | +$184K | 0.74% | 26 |
|
|
2021
Q1 | $1.6M | Buy |
27,165
+23,490
| +639% | +$1.39M | 0.66% | 23 |
|
|
2020
Q4 | $212K | Buy |
+3,675
| New | +$212K | 0.09% | 195 |
|